Cfa Level 1 Complete Portfolio Management

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Tags: CFA , Financial Planning

Deep dive into Portfolio Management with the Bestselling CFA® prep course provider | With visual learning + Quizzes

Last updated 2022-01-10 | 4.7

- Calculate and interpret portfolio standard deviation
- Understand the theory behind investor's optimal portfolio
- Differentiate between capital allocation line (CAL) and capital market line (CAL)

What you'll learn

Calculate and interpret portfolio standard deviation
Understand the theory behind investor's optimal portfolio
Differentiate between capital allocation line (CAL) and capital market line (CAL)
Understand the difference between systematic risk and unsystematic risk
Calculate and interpret a stock's beta
Apply CAPM and Security Market Line (SML)
Calculate and interpret the Sharpe ratio
Treynor ratio
M-squared
and Jensen’s alpha.
Understand the major components of an Investment Policy Statement (IPS)
Plan and construct an investment portfolio
Risk management
risk budgeting
and measuring risk
Understand the various methods to modify a risk
Understand how Fintech is applied in investment management (Robo-advisors
automated trading)
Understand Big Data
AI and Machine Learning
Understand the technology behind distributed ledgers and Blockchain

* Requirements

* Basic mathematics knowledge
* Quantitative Methods

Description

  • Calculate and interpret portfolio standard deviation
  • Understand the theory behind investor's optimal portfolio
  • Differentiate between capital allocation line (CAL) and capital market line (CAL)
  • Understand the difference between systematic risk and unsystematic risk
  • Calculate and interpret a stock's beta
  • Apply CAPM and Security Market Line (SML)
  • Calculate and interpret the Sharpe ratio, Treynor ratio, M-squared , and Jensen’s alpha.
  • Understand the major components of an Investment Policy Statement (IPS)
  • Plan and construct an investment portfolio
  • Risk management, risk budgeting, and measuring risk
  • Understand the various methods to modify a risk
  • Understand how Fintech is applied in investment management (Robo-advisors, automated trading)
  • Understand Big Data, AI and Machine Learning
  • Understand the technology behind distributed ledgers and Blockchain

Course content

10 sections • 39 lectures

Introduction 1 lectures

How To Get The Most Out Of This Course Preview 03:40

Overview on Portfolio Management 5 lectures

Portfolio Approach to Investing Preview 05:53

Types of Investors Preview 08:27

Steps in the Portfolio Management Process Preview 04:36

Pooled Investments Preview 12:20

Test Your Understanding Preview 00:09

Portfolio Risk and Return I 5 lectures

Returns Measures Preview 12:25

Expected Returns and Standard Deviation of Returns Preview 07:32

Theory of Portfolio Diversification Preview 08:01

Investor’s Optimal Portfolio Preview 07:51

Test Your Understanding Preview 00:09

Portfolio Risk and Return II 6 lectures

Capital Market Theory Preview 06:32

Systematic vs Unsystematic Risk Preview 06:52

Returns Generating Models and Beta Preview 08:00

CAPM and Security Market Line Preview 10:01

Measures of Portfolio Performance Preview 06:15

Test Your Understanding Preview 00:09

Basics of Portfolio Planning and Construction 3 lectures

Portfolio Planning Preview 11:44

Portfolio Construction Preview 09:03

Test Your Understanding Preview 00:09

The Behavioural Biases of Individuals (2022) 3 lectures

Cognitive Errors (2022) Preview 15:04

Emotional Biases (2022) Preview 09:40

How Behavioural Finance Influences Market Behaviour (2022) Preview 07:03

Risk Management Overview 6 lectures

The Risk Management Process Preview 04:53

Risk Governance Preview 05:47

Identification of Risks Preview 09:27

Measuring Risks Preview 10:31

Methods of Risk Modification Preview 07:31

Test Your Understanding Preview 00:09

Technical Analysis (2022) 5 lectures

Principles of Technical Analysis (2022) Preview 07:13

Charts and Chart Patterns (2022) Preview 11:29

Technical Indicators (2022) Preview 13:16

Intermarket Analysis and Applications to Portfolio Management (2022) Preview 04:24

Test Your Understanding Preview 00:09

Fintech in Investment Management 4 lectures

Big Data and Artificial Intelligence Preview 10:41

Applications of Fintech to Investment Management Preview 05:41

Distributed Ledger Technology (Blockchain) Preview 06:21

Test Your Understanding Preview 00:09

BONUS: Further resources for your exam prep 1 lectures

BONUS: Continue Your Exam Prep With Us! Preview 00:34